introduction to quickbooks 2009

NR Computer Learning Center . 2100 W. Orangewood . Suite 110 . Orange . CA 92868 . www.nrclc.com . Phone: (714) 505-3475

Introduction to QuickBooks

Feb 18, 2010NR Computer Learning Center2100 W. Orangewood, Suite 110

Orange, CA 92868www.nrclc.com(714) 505-3475

Webinar ID: 321-842-275Use microphone or Dial: 312-878-0222

Access Code: 665-028-153


NR Computer Learning Center Established in 2002 Located in Orange, California Provide workshops/webinars related to Small &

Medium size Businesses (SMB): QuickBooks & Microsoft Excel Online Marketing / Social media Website Design Security Awareness Basic Computer Networking Project Management and more www.nrclc.com


NR Computer Learning Center

Corporate Training Online and Onsite Training Provide Test Preparation Classes, Software

and Courseware Authorized Testing Center for Certiport,

Pearson and Prometric Partners


Webinar Logistics

Sound Questions


Sunita Mehrotra

Over 15 years of experience in IT and Financial Industries.

Specialized in Financial Management and Taxation for Small businesses

Certified QuickBooks ProAdvisor Education: MSCS, BSCS, MCAS Excel 2007


Overview

Starting a QuickBooks Using the QuickBooks Understanding the basic features and

functionalities of QuickBooks 2008 Understanding the difference between

Vendor, Customers, Employees, Company and Banking Information.

Setting up Company Information Opening and closing the QuickBooks

files


QuickBooks 2008

Electronic accounting system is used for: Organize and monitor company

finances Keep track of bank accounts, billing

cycles, and inventory Prepare and print checks Automate transactions Create budgets Generate reports and graphs


QuickBooks Comparison

Simple Start Plus

Pro Premier Online Plus

No. of Users

1 Up to 5 Up to 5

One click business reports

14 100 150

Create business plan

No No Yes

Cost* $99.95 $159.95 $319.95 $34.95/mo

http://quickbooks.intuit.com/product/accounting-software/quickbooks-comparison-chart.jsp

Simple Start Free: http://quickbooks.intuit.com/qb/products/common/direct_download/email.jsp


Starting QuickBooksTo start QuickBooks, double click the QuickBooks icon on the desktop


Creating A Company

Click the icon to open an existing

company

Click the icon to create a New

Company

QB comes with 2 sample files

When creating a company use EasyStep Interview


Company Information

List of information for setting new company in QuickBooksStarted DateCompany Contact InformationIndustry (Chart of Account)Bank Statement (Balance)EIN NumberPreferences


Chart of Accounts

Is a complete list of business accounts

and their balances Is used for tracking flow of moneyCan be customizes according to the

company


The QuickBooks desktop

Vendor

Customer

Employees

Company

Banking

Toolbar


Toolbar

Icon Bar

Title Bar Menu Bar

Navigation Bar


Navigation BarHome

Customer Center

Vendor Center

Employee Center

Report Center

Online Banking

Help


Icon BarHelp

Invoice

Item

Check

Bill

Register

Account

Reminder

Search

Find

Feedback

Services

Credit Cards

Payroll


The QuickBooks desktop

Vendor

Customer

Employees

Company

Banking


Five Controls

Company Employees Vendors Customers Banking


Company

Chart of Accounts

Build Assemblies

Items & Services

Adjust Quantity On Hand

Marketing Tools


Employees

Payroll Center

Enter Time

Pay Employees

Pay Liabilities

Process Payroll Forms


Vendors

Purchase Orders

Receive Inventory

Enter Bills Against Inventory

Enter Bills

Pay Bills

Manage Sales Tax


CustomersSales Orders

Estimates

Create Invoices

Statement Charges

Finance Charges

Statements

Receive Payments

Create Sales Receipts

Refunds & Credits


Banking

Record Deposits

Reconcile

Write Checks

Check Registry

Print Checks

Enter Credit Card Charges


QuickBooks Learning Center

To start QuickBooks Learning Center, by clicking Help from Menu bar and then selecting QuickBooks Learning Center.


Context-sensitive help Choose Help QuickBooks Help Press F1


QuickBooks files

Only one company file can be open at a time

QuickBooks files are continuously updated as you work

There’s no Save command under File menu instead there is a save button to save the transaction.


Opening a company file

To open, select window Explorer and then select the file or click on the QuickBooks Icon.


Summary

How to Start QuickBooks How to View a sample file How to Navigate on the QuickBooks

desktop How to open an existing company file How to use the Help system How to close QuickBooks


Q & A

Sunita Mehrotra: [email protected]


NR Computer Learning Center2100 W. Orangewood, Suite 110

Orange, CA 92868www.nrclc.com714-505-3475

Sunita Mehrotra: [email protected] Okhandiar: [email protected]

For information on future event, please visit www.nrclc.com/events

introduction to quickbooks 2009

Business

quickbooks icon

quickbooks filesquickbooks

functionalities of quickbooks

quickbooks microsoft

quickbooks webinar id

monitor company finances

basic computer

banking information